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Taking your retirement by the reins: What is a Self-Directed IRA?

Taking your retirement by the reins: What is a Self-Directed IRA?

by [email protected] | Apr 12, 2019 | (Index) Personal Considerations for Alternative Investments, Investor Support

By James Jones | CEO of IRAeXchange.net  I’ve spent a lot of time in and around IRAs and Self-Directed IRA or “SDIRA,” writing books, speeches, and, generally, educating folks on the topic.   Inevitably, when people get a chance to engage with me after a panel...
Wealthy in the Hamptons Set Their Sights on Private Investments

Wealthy in the Hamptons Set Their Sights on Private Investments

by [email protected] | Mar 8, 2019 | Investor Support

In an article in Bloomberg, Simone Foxman discusses the rising trend among the centimillionaires investing directly in private enterprises and away from managed products.  While I agree with the author, let me expand on a few points.  You Don’t Have to be a...
Blue Sky Laws: History and Application to Private Investments

Blue Sky Laws: History and Application to Private Investments

by [email protected] | Oct 25, 2018 | (Index) Evaluating Issuers, (Index) Securities Explained, Securities Explained

If you’re thinking of crooning “Blue Skies,” you’d be in the right state of mind.  That’s because each state has its own state Securities laws, or “Blue Sky” laws, that further protect Investors from Securities fraud.   Here’s a brief overview of what those laws do...
What You Should Know About Underground Mining investments

What You Should Know About Underground Mining investments

by [email protected] | Oct 10, 2018 | (Index) Industry Reviews, Industry Trends

Just as numerous industries suffered in the great recession, so did surface and underground mining, and, consequently, mining equipment. But that was then, and this is now. The industry has reclaimed territory, and investors are taking notice. That being said, while...
Deciphering the Signal out of a Noisy [but Mature] Residential Solar Market

Deciphering the Signal out of a Noisy [but Mature] Residential Solar Market

by [email protected] | Sep 28, 2018 | Industry Trends

Recent solar industry headlines (see the latest from Forbes) would suggest that international trade negotiations (or perhaps more precisely, disputes or wars) are among the most important things to know about solar. Opinions vary on the efficacy of such...
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PRIVATE PLACEMENTS ARE HIGH RISK AND ILLIQUID INVESTMENTS. AS WITH OTHER INVESTMENTS, YOU CAN LOSE SOME OR ALL OF YOUR INVESTMENT.

Securities offered through Carofin, LLC. Carofin, LLC and Carolina Financial Securities, LLC are affiliated Broker-Dealers, Members of FINRA/SIPC, and subsidiaries of Carolina Financial Group, LLC. For more information on the services we offer and details associated with such services, please see our Customer Relationship Summary.

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